United Capital Financial Advisers, LLC Schwab Strategic Tr 5 10 Yr C Call Options Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHI
# of Institutions
220Shares Held
42.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$184 Million4.21% of portfolio
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Envestnet Asset Management Inc7.51MShares$169 Million0.05% of portfolio
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Campbell Wealth Management5.68MShares$128 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.8 Million0.02% of portfolio
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Royal Bank Of Canada Toronto, A61.16MShares$26 Million0.01% of portfolio